IMPACT ADVISOR Professionals

Jason Escamilla, CFA

CEO / CIO

Jason began working on sustainable & social-impact portfolios more than 20 years ago for endowments, universities, socially responsible mutual funds, churches, etc, as part of the Equity Team at Seneca Capital Management.

In addition to equity trading, research and portfolio management, he designed and led the buildout of Seneca’s fully-integrated portfolio management software which allowed a small team to manage hundreds of indivdual portfolios, many of custom social-impact and/or tax-optimizing overlays. The team's assets grew from $1B to $10+ billion, with only a 50% increase in headcount.

Michele is the firm's lead Portfolio Manager. She has 24 years experience in the financial services industry, and has extensive knowledge in macro-economic trends and portfolio management. Michele’s career experience includes time spent at Tiger Management, Montgomery Securities, and Seneca Capital Management. Michele received her bachelor’s degree in economics from Stanford University, where she also played on the women’s golf team. In her free time, Michele enjoys spending time with her husband and three children, playing tennis, and watching her son’s baseball games.

Impact Labs was founded by a team of finance & enterprise software veterans with decades of experience building and managing sophisticated investment products for institutional clients, including customized social-impact portfolios for universities, social & environmentally responsible mutual funds, endowments, pension funds and high net-worth individuals -- sophisticated investors -- who are laser focused on results, after taxes, fees & expenses.

We believe the most profitable, most client-centric and, if desired, most socially-selective way to invest is with fully customizable investment portfolios that are built from the ground-up in order to be:

Investing this way is not new. For decades, institutions and the elite, with 7, 8 or 9-figure investment portfolios, could afford the team of portfolio managers, analysts, accountants and experienced client service personnel necessary to successfully implement sophisticated and individually-tailored investment strategies.

By adding the latest automation, data analytics and simplifying design tools, Impact Labs made it accessable to the mainstream investor.

Catalin “Stendeck” Cioloca is a cofounder and Full Stack Engineer at Impact Labs.

His expertise in designing application architecture, training new developers, choosing the right technology and implementing new features helps ensure the web product has the maximum performance and user experience for the Impact Labs customer base.

Catalin has 10+ years of development experience, including high profile clients such as The Union of European Football Associations and Bild, a leading German newspaper. He and CEO, Jason Escamilla, have worked together for the better part of a decade on various projects.

He is also part of the core team at Code for Romania, a nonprofit organization that creates software for Romanian society, centric to its needs. His project won the 1st prize: 2017 Awards for Civic Involvement.

In addition, he tutors junior students on emerging technologies and how to develop better code and, for seasoned developers, he keeps knowledge sharing sessions and workshops, for both front end and back end.

BS & Masters: Universitatea „Alexandru Ioan Cuza” din Iași

David Berkman

VP Engineering

David has over 20 years of experience building teams and architecting highly distributed web-scale platforms for industries as diverse as mobile gaming and supply chain management.

As VP of Engineering at Active Index Advisors (AIA) he helped design the algorithm and create the platform that allowed the company to use software heuristics to rebalance customized index tracking portfolios, taking advantage of loss-harvesting opportunities, in order to beat their indexes on an after-tax basis. The use of software brought the kind of scale that allows for the democratization of these benefits, creating one of the first ‘robo-advisors’. Active Index Advisors was co-founded by Burton Malkiel and was subsequently acquired by Natixis Global Asset Management.

David has hired & managed teams and instituted agile development practices with a track record of meeting and exceeding business goals. He has expertise in relational and non-relational database systems, service-oriented architectures, enterprise messaging, open-source technologies, and creating systems that span multiple OS and programming languages.

GA Institute of Technology • MS: CA Inst. of Integral Studies

Jason Escamilla, CFA

CEO

Jason began working on sustainable/social-impact portfolios more than 20-years ago for universities, social & environmentally responsible mutual funds, endowments, churches, etc, as part of the Equity Team at Seneca Capital Management.

In addition to equity trading, research and portfolio management, he designed and led the build out of Seneca’s fully-integrated portfolio management software which allowed a small team to manage hundreds of individual portfolios, many of custom social-impact and/or tax-optimizing overlays. The team's assets grew from $1B to $10+ billion, with only a 50% increase in headcount.

Other expertise: multiple hedge fund styles: long-, short- and quant-strategies with an emphasis on deep-dive equity analysis. It is with this background and the increasing level of computing power and investment sophistication globally, that disabused him of the idea that anyone's socially-selective preferences alone could be used to outperform or underperform the market. Stated alternatively, swiping-left or swiping-right on 'Big Sugar' (underweighting or overweighting it in one's portfolio) should neither be considered an advantage nor disadvantage for a properly constructed portfolio.

MIT: MBA • UC Berkeley: Economics • CFA Charterholder since 1999

Jesse "Jay" Moore

Chief Strategy Officer

Jay brings more than 20 years of strategic experience in various roles with and within start-ups, financial services and venture capital.

Jay has served as Managing Director of Romherst Capital, a strategic advisory and capital raising firm for start-ups. Prior to that, Jay worked with Santander Global, Royal Bank of Scotland and Bank of America in various executive or strategic roles.

Jay’s unique strategic experience within diversified financial services, technology and venture capital provide an across the board strategic knowledge base to help position and work with Impact Labs to put it in a dominant position within its industry and among its peers

University of Michigan: MBA • Amherst College: Economics and Psychology

Jim Blachman, CFA

Product Strategist

Jim brings more than 20 years in Asset Management and Institutional Product Design, including 12 years of Product Strategy/Management at Advisor Partners where he designed and implemented institutional custom ESG/SRI (Social/Responsible/Impact) portfolios and custom tax-managed portfolios for HNW advisors

U.C. Berkeley BA & Masters: Economics

Michele Sine

Advisor

Michele is an advisor to Impact Labs Inc. She has 24 years experience in the financial services industry, and has extensive knowledge in macro-economic trends and portfolio management. Michele’s career experience includes time spent at Tiger Management, Montgomery Securities, and Seneca Capital Management. She a Portfolio Manager at IMPACT ADVISOR LLC, a registered investment advisor specializing in Socially-Selective Investing. Michele received her bachelor’s degree in economics from Stanford University, where she also played on the women’s golf team. In her free time, Michele enjoys spending time with her husband and three children, playing tennis, and watching her son’s baseball games.

Tucker Sine

Sr. Advisor / Bus. Dev.

Tucker began his career more than 35 years ago at Morgan Stanley in institutional Equity Sales Trading as Senior Advisor/Business Development for ImpactAdvisor (IA), he work closely with IA portfolio managers creating investment products to assist with diversification of their fully customized and tax efficient portfolios.

IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement. Past performance does not guarantee future results.